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IRC
Investors Research Corp Portfolio holdings
AUM
$559M
1-Year Est. Return
21.55%
This Fund
S&P 500
This Quarter
Est. Return
+0.55%
1 Year Est. Return
+21.55%
3 Year Est. Return
+57.22%
5 Year Est. Return
+62.75%
10 Year Est. Return
–
AUM
$523M
AUM Growth
-$22.8M
(-4.2%)
Cap. Flow
-$23.4M
Cap. Flow
% of AUM
-4.47%
Top 10 Holdings %
Top 10 Hldgs %
34.74%
Holding
954
New
108
Increased
159
Reduced
202
Closed
106
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
First Trust Morningstar Dividend Leaders Index Fund
FDL
|
+$9M |
| 2 |
Invesco S&P MidCap 400 Revenue ETF
RWK
|
+$2.51M |
| 3 |
Blackstone
BX
|
+$1.23M |
| 4 |
Broadridge
BR
|
+$1.2M |
| 5 |
VICI Properties
VICI
|
+$1.2M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
First Trust Capital Strength ETF
FTCS
|
+$16M |
| 2 |
CF Industries
CF
|
+$2.06M |
| 3 |
US Bancorp
USB
|
+$1.84M |
| 4 |
Canadian Natural Resources
CNQ
|
+$1.78M |
| 5 |
Intel
INTC
|
+$1.51M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Financials | 4.14% |
| 2 | Technology | 4.13% |
| 3 | Consumer Discretionary | 3.61% |
| 4 | Consumer Staples | 2.52% |
| 5 | Energy | 2.26% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
176
Humana
HUM
$44.8B
| $512K | 0.1% |
2,950
+2,925
| +11,700% | +$600K |
|
177
Chemours
CC
$2.23B
| $507K | 0.1% |
22,995
-525
| -2% | -$9.14K |
|
178
Citigroup
C
$228B
| $502K | 0.1% |
4,425
-1,917
| -30% | -$218K |
|
179
Netflix
NFLX
$311B
| $497K | 0.1% |
5,174
+174
| +3% | +$15.3K |
|
180
Alexandria Real Estate Equities
ARE
$8.28B
| $495K | 0.09% |
10,669
+64
| +0.6% | +$3.38K |
|
181
Las Vegas Sands
LVS
$29.6B
| $492K | 0.09% |
9,137
-650
| -7% | -$37K |
|
182
STMicroelectronics
STM
$49.1B
| $488K | 0.09% |
14,120
| – | – |
|
183
SM Energy
SM
$7.73B
| $487K | 0.09% |
+15,618
| New | +$356K |
|
184
Tyson Foods
TSN
$19.9B
| $482K | 0.09% |
7,525
-541
| -7% | -$33.6K |
|
185
Adobe
ADBE
$105B
| $481K | 0.09% |
1,979
-50
| -2% | -$13.8K |
|
186
Diageo
DEO
$52.8B
| $477K | 0.09% |
6,408
+1,406
| +28% | +$123K |
|
187
State Street SPDR Dow Jones International Real Estate ETF
RWX
$267M
| $477K | 0.09% |
17,903
-1,134
| -6% | -$32.6K |
|
188
Vanguard S&P 500 ETF
VOO
$1.03T
| $465K | 0.09% |
779
+40
| +5% | +$25K |
|
189
American Express
AXP
$230B
| $464K | 0.09% |
1,534
+10
| +0.7% | +$3.35K |
|
190
Zoetis
ZTS
$31.1B
| $453K | 0.09% |
3,830
+21
| +0.6% | +$2.6K |
|
191
Global X SuperDividend REIT ETF
SRET
$228M
| $452K | 0.09% |
21,301
-2,069
| -9% | -$46.1K |
|
192
Emerson Electric
EMR
$91.7B
| $447K | 0.09% |
3,412
-675
| -17% | -$97.1K |
|
193
Andersons Inc
ANDE
$2.18B
| $438K | 0.08% |
6,099
-3,067
| -33% | -$197K |
|
194
Kilroy Realty
KRC
$4.24B
| $437K | 0.08% |
15,491
-195
| -1% | -$6.4K |
|
195
Dominion Energy
D
$59.9B
| $437K | 0.08% |
7,067
-133
| -2% | -$8.21K |
|
196
Stellantis
STLA
$20.5B
| $435K | 0.08% |
61,302
+22,150
| +57% | +$186K |
|
197
Intuit
INTU
$92B
| $422K | 0.08% |
+977
| New | +$466K |
|
198
FedEx
FDX
$76.3B
| $410K | 0.08% |
1,150
-2,566
| -69% | -$891K |
|
199
O-I Glass
OI
$1.1B
| $409K | 0.08% |
38,960
-400
| -1% | -$5.5K |
|
200
Compañía de Cervecerías Unidas
CCU
$2.22B
| $395K | 0.08% |
34,775
-300
| -0.9% | -$4K |
|
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Investors Research Corp's Q1 2026 Portfolio in Review
As of Q1 2026, Investors Research Corp held 954 positions worth $523M, down 4.2% from $546M the previous quarter. Its ten largest holdings account for 35% of the portfolio.
Investors Research Corp withdrew a net $23.4M in Q1 2026, closing 106 positions and reducing 202 holdings. Its most notable exit was First Trust Capital Strength ETF, an estimated $16M position sold in full.
By sector, the portfolio is most concentrated in Financials at 4.1% of assets, down from 5.2% a quarter earlier, followed by Technology and Consumer Discretionary.
Against the trend, Investors Research Corp opened a new position in General Mills worth $987K.
- Investors Research Corp's largest Q1 2026 buy was General Mills: 26,510 shares worth $987K.
- Investors Research Corp added most to First Trust Morningstar Dividend Leaders Index Fund in Q1 2026, an estimated $9M increase.
- Investors Research Corp's biggest Q1 2026 reduction was US Bancorp, cutting an estimated $1.84M.
- Investors Research Corp fully exited First Trust Capital Strength ETF in Q1 2026, selling an estimated $16M.
- Investors Research Corp's ten largest holdings make up 35% of its $523M portfolio in Q1 2026.
- Investors Research Corp opened 108 new positions and closed 106 in Q1 2026.
- Investors Research Corp's portfolio value fell 4.2% quarter-over-quarter to $523M.
Based on Investors Research Corp's 13F filing for Q1 2026, filed 3 Apr 2026.